Kore Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is HEDJ and the CUSIP is 97717X701. A total of 204 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$370,000
-4.9%
5,9420.0%0.07%
+11.7%
Q2 2022$389,000
-11.0%
5,9420.0%0.06%
+9.1%
Q1 2022$437,000
-13.8%
5,942
-6.1%
0.06%
-11.3%
Q4 2021$507,000
-0.6%
6,329
-5.6%
0.06%
+14.8%
Q3 2021$510,000
-0.2%
6,7080.0%0.05%
-5.3%
Q2 2021$511,000
+4.7%
6,7080.0%0.06%
-13.6%
Q1 2021$488,000
+29.4%
6,708
+18.1%
0.07%
+13.8%
Q4 2020$377,000
+7.4%
5,6820.0%0.06%
-14.7%
Q3 2020$351,000
+2.0%
5,6820.0%0.07%
-2.9%
Q2 2020$344,000
-11.3%
5,682
-24.9%
0.07%
-24.7%
Q1 2020$388,000
-48.1%
7,563
-28.7%
0.09%
-34.5%
Q4 2019$748,000
+6.7%
10,6010.0%0.14%
-10.1%
Q3 2019$701,0000.0%10,6010.0%0.16%0.0%
Q2 2019$701,000
-38.8%
10,601
-40.8%
0.16%
-38.8%
Q1 2019$1,145,000
+61.5%
17,919
+42.7%
0.26%
+32.3%
Q4 2018$709,00012,5540.20%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Progeny 3, Inc. 486,000$32,703,00033.04%
Financial Advantage, Inc. 163,718$11,016,0007.51%
Permanens Capital L.P. 327,043$22,007,0006.16%
Premia Global Advisors, LLC 39,018$2,626,0004.53%
TPG Financial Advisors, LLC 55,451$3,731,0003.36%
GenTrust, LLC 312,901$21,055,0003.31%
Astor Investment Management LLC 254,718$17,139,0002.74%
BANK OF STOCKTON 69,279$4,661,0002.04%
Intercontinental Wealth Advisors, LLC 43,935$2,956,0001.82%
Conservest Capital Advisors, Inc. 185,810$12,503,0001.81%
View complete list of WISDOMTREE TR shareholders